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20130113
20130121
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CNBC 4
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Search Results 0 to 3 of about 4
CNBC
Jan 18, 2013 4:00pm EST
now that the global economies are recovering. if you heard schlumberger and ge today, both companies on their conference calls, talked about china being probably the best area for activity 2013. and i think that's very exciting, and that's the reason -- one of the main reasons why you want to be buying this market if you do get a little bit more volatility over the next week. in addition, i think the u.s. continues to do pretty well, too. so i like the market, and on volatility we're buying it. >> so, we've got an economic story that seems to be better from the macro point of view, dean. and by the way, i should point out this market rocketed at the end of the day, settled up 53 points on the dow jones industrial average. what does the macro story look like you to right now? >> the macro story is considerably better than it's been over the past couple of years, pes legs with the european contagion story. not done but off the table for now. obviously things like the debt ceiling and the dysfunction in washington are reasons for concern, but i think one of the factors that's underpinni
CNBC
Jan 16, 2013 9:00am EST
. that means the lending is not going on. we're still at increasingly a low economy. if you buy back the dell, you don't go to the banks anymore. you find other sources of money. i think that the financial story and economic story is saying this is not the kind of financial environment that leads to rapid growth. >> interesting. >> okay. >> you tied it in to dell and jpmorgan and everything else. excellent. larry, thank you. >> my pleasure. >> join us tomorrow. "squawk on the street" begins right now. >>> good wednesday morning. welcome to "squawk on the street." i'm melissa lee with carl quintanilla, and jim cramer and david faber at the new york stock exchange. stocks had a pretty nice day yesterday. the s&p closed at five-year highs. we are looking to the down decide this morning. the dow looking to lose about 62 at the open. the picture in europe, a couple of downgrades for gdp forecasts from both the german government and world bank. italy is down by 1.5%. road map this morning starts off with the banks and earnings. jpmorgan higher. goldman sachs at 18-month highs. >> japan airlines gro
CNBC
Jan 17, 2013 6:00am EST
, housing is better, you want to be invested in this economy for the next three to five years because that's where you're going to make money. you're not going to make money in fixed income. you're not going to make money focusing on only pure dividend stocks that are 5%, 6%. you're going to have to have companies that can grow the top lines, that have the ability to shepherd capital and really can take the consumer that is now in a better shape than the u.s. and now is getting better overseas to grow your company. >> okay. so you're talking mostly about multi national companies or -- >> multi nationals and secular growth companies. >> both? >> both, absolutely. but you want good companies with management that are just not going to sit there and do financial engineering and say, oh, we borrowed more money and because our cost of debt is lower than our dividend and we can do that. that party is over. that game is done. you really want the companies that i think if you want to beat the market and we think actually the market is going to have -- is going to grow, gives you a look at how much
CNBC
Jan 17, 2013 9:00am EST
, you have to see the economy get better. that could happen. i'm hoping it will happened. i'm just not sure if this is the time to put new money into goldman sachs, if we're sure not sure that will play its way out. it's just a matter of, how long does it take for the uncertainty to get out of the way, so companies can get back to making acquisitions. >> jeff, do people give you a hard time when you cut the ratings and yet boost the price targets? that gets made fun of a lot. >> yeah, we do get some for it. the price target increase, it's very form layically driven. what our pick it into our what it's done over the last decades, and the price target -- i don't think 1.1 times tangible is expensive, but we do get some push back on that for sure. >> i'll bet you do. we had a discussion earlier about whether the go long money center short liegen center will last other reverse. do you have a view? >> i would expect it to last, maybe continue. the pressure is hitting the bank industry right now. i think the money center banks have a usneaks advantage to not have as much pressure and exp
Search Results 0 to 3 of about 4